STOT is an actively managed fund that invests in short-term investment grade and high-yield debt, targeting a weighted average effective duration between one and three years. Managed by Jeffrey Gundlach's DoubleLine Capital, STOT has a broad mandate to achieve its duration target with a few self-imposed portfolio constraints. The fund holds a minimum of 25% allocation to mortgage-backed securities, a maximum of 20% in high yield corporate bonds, up to 15% allocation to bonds denominated in foreign currencies, and a 20% cap to emerging markets. STOT's state benchmark is more tightly constrained: USD-only, investment-grade only. The managers consider security selection within sectors, relative sector performance, yield curve shape, and interest rate moves.
公司网站 :
https://us.spdrs.com/en/etf/spdr-doubleline-short-duration-total-return-tactical-etf-stot
总经理:-
建立时间:2016
公司总部:SPDR DoubleLine Short Duration Total Return Tactical ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds